AVTA
Neuberger Berman Group’s Avantax, Inc. Common Stock AVTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-5,069
| Closed | -$204K | – | 1671 |
|
|
2018
Q3 | $204K | Sell |
5,069
-9,479
| -65% | -$381K | ﹤0.01% | 1563 |
|
|
2018
Q2 | $572K | Sell |
14,548
-1,059
| -7% | -$41.6K | ﹤0.01% | 1365 |
|
|
2018
Q1 | $403K | Sell |
15,607
-33,897
| -68% | -$875K | ﹤0.01% | 1389 |
|
|
2017
Q4 | $1.12M | Sell |
49,504
-49,294
| -50% | -$1.12M | ﹤0.01% | 1165 |
|
|
2017
Q3 | $2.5M | Buy |
98,798
+832
| +0.8% | +$21.1K | ﹤0.01% | 945 |
|
|
2017
Q2 | $2.08M | Buy |
+97,966
| New | +$2.08M | ﹤0.01% | 988 |
|